Lead alerts per segment

Updated 2026-10-13

In CustomIQ each segment can have alert recipients: when a landing or a form of that segment receives a lead, those people get an email with the details. In Segments press Edit on the segment, turn on Notify by email under New lead alerts, add the recipients and save; every new lead is then announced.

Video tutorial

From the dashboard:SegmentsLandings

What are lead alerts per segment?

They are the emails CustomIQ sends when a landing or a form of a segment receives a lead. Recipients are defined on the segment itself, so each segment can notify different people.

Which alerts do they get besides new leads?

With WhatsApp agents in the segment, the same recipients get an alert when the agent leaves a reply waiting for approval (one per conversation), when a lead asks for a proposal, a reminder if you have not sent it 24 hours later, and when a lead accepts the proposal. Each alert links to the conversation in the inbox. On WhatsApp they use a separate template that Meta approves when you enable WhatsApp alerts.

What do I do from the dashboard?

Open Segments, press Edit (the pencil) on the segment and, under New lead alerts, turn on Notify by email and add the recipients' emails. Save Changes and that is it: the Landings of that segment now announce every new lead.

Can I set it up in the chat?

No; recipients are edited on the segment page. The IQ chat creates the landings and forms, but the notification is configured in Segments.

What do I need first?

A segment created and at least one landing or form published inside that segment.

What does it cost?

Lead alerts do not spend credits.

Steps

  1. Open Segments. Go to Segments and press Edit (the pencil) on the segment whose landings generate the leads.
  2. Add recipients. Under New lead alerts turn on Notify by email and add the emails that must receive each lead.
  3. Save. Save the segment; the landings need no change.
  4. Check with a test lead. Submit the form of a landing in the segment and confirm the email arrives.

Frequently asked questions

Can I add several recipients?
Yes, each segment accepts several emails; all of them receive each lead of that segment.
Do alerts work for landings on a custom domain?
Yes, the alert depends on the landing's segment, not on the domain it is published on.
What other alerts reach these recipients?
If the segment has WhatsApp agents, they also get a reply waiting for approval, a proposal request, its 24-hour reminder and an accepted proposal.
What happens if a segment has no recipients?
Leads are still stored in CustomIQ, but nobody receives the notification email.

Related

  • Segments (audiences)What a segment is in CustomIQ, how it is created from the assistant or from Segments and what campaigns use it for.
  • Create a landing pageHow to create landings in CustomIQ, in the chat as part of the plan or from the Landing generator, and how to edit and publish them.
  • Inbox and commentsHow to answer messages and comments from your social channels in the CustomIQ Inbox and configure AI assistance.
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